MFA
SCHW

McClarren Financial Advisors’s Charles Schwab SCHW Stock Holding History

McClarren Financial Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,779
Closed -$141K – 253
2025
Q1 		$141K Buy
+1,779
New +$140K 0.09% 82
2024
Q1 		– Sell
-1,669
Closed -$115K – 416
2023
Q4 		$115K Buy
1,669
+8
+0.5% +$462 0.09% 100
2023
Q3 		$91K Buy
1,661
+7
+0.4% +$423 0.08% 107
2023
Q2 		$93K Buy
1,654
+7
+0.4% +$367 0.08% 109
2023
Q1 		$86K Buy
1,647
+5
+0.3% +$366 0.08% 109
2022
Q4 		$136K Buy
+1,642
New +$127K 0.13% 86

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McClarren Financial Advisors's SCHW Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 1,779 shares — an estimated $141K sold.

McClarren Financial Advisors first reported a position in SCHW in Q4 2022 and held it in 6 quarters. The position peaked at $141K in Q1 2025. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,779 Charles Schwab shares in Q2 2025, an estimated $141K.
  • McClarren Financial Advisors first reported a position in Charles Schwab in Q4 2022 and held it in 6 quarters.
  • McClarren Financial Advisors's Charles Schwab position peaked at $141K in Q1 2025.
  • 2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.